Aug 2024
Brother, Can You Spare a Job?
On this week’s episode of the Rosenberg Round-Up, we discuss what’s behind the recent rebound in equities and the changing cross-asset picture, as well as what the 28% downward revision in employment growth is telling us. We also shed light on what lingering risks in the Commerci ... Show More
13m 12s
Aug 2024
“The Real Threat Is an Own Goal Not a Black Swan” | Brett House
In our latest special interview episode, we welcome seasoned market economist and current Columbia Business School professor Brett House to discuss the Yen carry trade reversal sending shockwaves through markets, all things Powell and the Fed with a special look at Jackson Hole, ... Show More
42m 29s
Apr 23
Kenneth Rogoff: Tariff Impacts, The Dollar's Future and Global Economic Shifts
What challenges lie ahead for the global economy in an era of rising tariffs and geopolitical tension? In this episode, Nicolai Tangen speaks with Kenneth Rogoff, renowned economist and co-author of the seminal book "This Time Is Different," about the shifting economic landscape. ... Show More
1h 9m
Oct 2022
Is Credit Suisse the Next Lehman Brothers?
This episode is sponsored by Nexo.io, Circle and FTX US. After a wild weekend of speculation and discussion, NLW breaks down what’s actually happening with beleaguered Credit Suisse, as well as why the FinTwit doom machine seems so focused on it. - Nexo Pro allows you to trade ... Show More
16m 12s
May 16
BCG’s Philipp Carlsson-Szlezak on Global Macro: Recession Risk, Tariffs, Debt Dynamics | #582
Today’s guest is Philipp Carlsson-Szlezak, Global Chief Economist at BCG and author Shocks, Crises, and False Alarms: How to Assess True Macroeconomic Risk. In today’s episode, Philipp starts by sharing his framework to assess macroeconomic risk, emphasizing the importance of ada ... Show More
46m 35s
Nov 2023
Feels Like a Markets’ Summer Breeze with Helima Croft and Art delaCruz
On this episode of On The Tape, Guy, Dan, and Danny chat about their key takeaways from earnings season (2:00), the post-Fed rally (9:40), when the Fed could start cutting interest rates (11:45), housing (16:45), the IPO market (18:30), the government shutdown looming again (21:3 ... Show More
1h 33m
Sep 2024
Choice Equities' Mitchell Scott provides update on $CROX thesis and thoughts on Magnite $MGNI
Mitchell Scott, Founder and Portfolio Manager at Choice Equities Capital Management, joined the podcast for the second time to provide an update on his Crocs, Inc. (NASDAQ: CROX) thesis and Mitchell's thoughts on Magnite $MGNI.
For more information about Choice Equities Capit ... Show More
1 h